See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,553 | $72,492+7.0% | $87,100-11.0% | $72,985+6.3% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 18.14% | 24.46%-6.3pp | 28.19%-10.0pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,141 | $1,894-39.8% | $2,521-54.7% | $2,440-53.2% |
| Participant deferral / active EE | $2,023 | $3,270-38.1% | $4,049-50.0% | $3,607-43.9% |
| Admin fee / account holder | $6,772 | $5,055+34.0% | $7,497-9.7% | $5,124+32.2% |